Compare · 2 funds side by side · dividends reinvested

FNDB and SPY

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,219FNDB · best of the two

02 / 04

FNDB and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab Fundamental U.S. Broad Market Index ETFUS Stock Styles · Large cap0.25%1.44%+18.8%+22.6%+22.3%+12.7%−6.3%10.7%$1.5B1.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FNDB 2013 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Fundamental U.S. Broad Market Index ETF · $1.5B$18,219

FNDB

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 62.6% in common

FNDBMeasureSPY

+18.8%Year to dateJan 1 → Nov 6+8.7%

+22.6%1 yearTotal return+9.7%

+22.3%3 years · per year$10,000 became $18,284 · $18,039+21.7%

+12.7%5 years · per year$10,000 became $18,220 · $17,118+11.3%

0.25%Expense ratio$25 · $9 a year on $10k · lower is better0.09%

1.44%Trailing 12-mo yield$144 · $103 a year on $10k1.03%

−6.3%Worst dropSmaller is better−8.9%

10.7%VolatilityLower is calmer13.6%

FNDBSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1FNDB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FNDB vs SPY: Top 5 Holdings

Today

FNDB

13.5%in top 5

SPY

in top 527.8%

FNDBStockSPY

4.6%AAPL7.9%

not top 5NVDA6.9%

3.1%MSFT6.3%

1.9%AMZN4.0%

not top 5GOOGL2.6%

2.1%XOMnot top 5

1.8%BRK-Bnot top 5

Held in common62.6%

End-of-day Nov 6, 2026 · share of each fund

FNDB vs SPY Returns, Every Period

SchwabFNDB

+12.7%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

FNDBSPYFaded: behind in that period

4–0FNDB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FNDB vs SPY

YTD

SchwabFNDB

+18.8%

SPYSPDR

+8.7%

+18.8%Year to date+8.7%

−6.3%Worst drop · 1Y−8.9%

10.7%Volatility · 1Y13.6%

1.4%Yield1.0%

$1.5BAssets$819B

4–0FNDB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNDB, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FNDB0.25%$25

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FNDB, SPY

1.44%highest, FNDB

FundTrailing yieldYield$10k

FNDB1.44%$144

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, FNDB

FNDB$144 − $25 = $119

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FNDB, SPY

Today

62.6%most shared, FNDB and SPY

FNDBSPY

FNDB—62.6%

SPY62.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.6%FNDB, at 10.7% volatility

FNDBWorst drop−6.3%10.7% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FNDBSPY

+18.8%Year to date+8.7%

1.4%Yield1.0%

+22.6%Past year+9.7%

0.25%Fee0.09%

3–1FNDB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026